Strategic Relationship Manager

rovide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

"I can lead a full life."

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

"I can succeed as a Strategic Relationship Manager "

The Strategic Relationship Manager is a seasoned professional responsible for leading firm relationships end‑to‑end-setting the growth strategy, owning the relationship plan, and driving execution across lines of business and internal functions to achieve defined growth targets. The role drives firm engagement through product launches, targeted initiatives, strategic training programs, event participation, data analysis and insights, and coordinated field education and communication. This role supports the North American Client Group (NACG) by cultivating strong client partnerships.

The Strategic Relationship Manager plays a critical role in advancing business development, strengthening client relationships, and executing strategic initiatives. By leveraging deep industry knowledge and strong interpersonal skills, the individual in this role contributes significantly to the success of the North American Client Group (NACG).

Responsibilities:

Firm leadership

• Serve as the relationship leader and primary point of accountability for assigned firms, owning the end‑to‑end relationship strategy, engagement model, and outcomes across the Line of Business (LOB).

• Establish and deepen executive‑level relationships within client firms, aligning Capital Group's capabilities to firm priorities, organizational structure, centers of influence, and decision‑making frameworks.

• Determine and continuously refine the optimal engagement model for each firm, coordinating internal resources and partners to deliver a cohesive, high‑impact client experience.

• Act as the subject‑matter expert and strategic voice, representing the firm internally and externally with credibility and influence.

Strategic planning

• Develop and execute customized growth plans for key intermediaries, grounded in firm strategy, advisor segmentation, growth priorities, and platform dynamics.

• Conduct firm‑specific research, analysis, and intelligence gathering-leveraging intermediary data, third‑party insights, and internal analytics-to identify growth opportunities and strategic gaps.

• Maintain a deep understanding of each firm's existing and prospective advisor base, platform structure, and product landscape to inform engagement strategies.

Business development and growth initiatives

• Identify LOB opportunities and recommend strategic sales and marketing growth initiatives in close partnership with key functional partners

• Identify, position, and advance products and solutions that align with firm goals, advisor demand, and platform requirements

• Drive firm engagement through high‑impact conferences, events, and speaking opportunities, ensuring thoughtful engagement and measurable outcomes.

• Develop and deliver client‑ready materials for client meetings, conferences, and strategic forums, clearly articulating value, differentiation, and growth opportunities.

Business management

• Serve as the central orchestrator of the firm plan for assigned firms-coordinating across sales, marketing, product, compliance, and senior leadership to ensure aligned execution and accountability.

• Lead and oversee plan execution activities to ensure cross-functional teams' success against achieving firm growth objectives

• Communicate firm-specific opportunities, priorities, and insights to internal stakeholders, including the sales force, ensuring clarity, focus, and disciplined execution

• Lead sales desk education efforts, including the development and execution of training plans and ongoing engagement with senior sales desk leadership.

• Gather and synthesize intermediary feedback to inform strategy refinement, initiative prioritization, and continuous improvement.

"I am the person Capital Group is looking for."

Core requirements:

• Candidate should have sales and/or general business management experience

• Series 7, 66 required

• BA/BS degree

• Frequent domestic travel, up to 50% of the time.

Competencies

• Strategic thinking and assessment

• Planning and organizational skills

• Sales and business development

• Impeccable communication skills (written and verbal)

• Business management

• Investment, product, and share class knowledge

• Client firm (business, products, platforms) knowledge

• Business negotiation

• Relationship management

Base Salary Range: $140,000 - $165,000

"I can apply in less than 4 minutes."

You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.

"I can learn more about Capital Group."

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

• Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.